Regional Vice President

WealthBridge Financial Group; Milwaukee (WI); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a Regional Vice President (RVP) to provide leadership and direction in Wisconsin. The RVP will drive growth and enhance advisor development while collaborating with executive leadership to align regional objectives with firmwide priorities. Candidates should have proven leadership experience in financial services, a passion for recruiting and coaching talent, and a strategic mindset. Benefits include comprehensive health coverage, a 401(k) plan with company match, and career growth opportunities.

Qualifications

• Proven experience as a senior leader in the financial services industry, preferably in a regional or multi-office leadership role.
• Prior success as a financial advisor or in leading advisor teams.
• Demonstrated ability to recruit, coach, and lead high-performing professionals.
• Strong understanding of compliance, financial planning, and wealth management practices.

Responsibilities

• Drive growth and enhance advisor development throughout the region.
• Collaborate with executive leadership to align regional objectives.
• Recruit top talent and elevate advisor performance.
• Execute long-term strategies that deliver measurable results.

Skills

Leadership in financial services

Building high-performing teams

Coaching and recruiting talent

Strategic thinking

Understanding of compliance and financial planning

Job description

WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as the Regional Vice President (RVP). In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding the firm’s presence in the market.

The ideal candidate will be a proven leader in the financial services industry with a passion for building high‑performing teams, fostering a culture of excellence, and executing long‑term strategies that deliver measurable results. This role is critical to the execution of WealthBridge’s regional growth strategy and plays a key role in shaping the future of our organization.

The RVP will collaborate closely with executive leadership to align regional objectives with firmwide priorities. By focusing on recruiting top talent, mentoring leaders, and elevating advisor performance, the RVP will build a sustainable and scalable business model in the market. This is a unique opportunity for a growth‑minded professional to make a lasting impact through strategic leadership, relationship development, and a commitment to excellence in financial planning.

Qualifications

• Proven experience as a senior leader in the financial services industry, preferably in a regional or multi‑office leadership role.
• Prior success as a financial advisor or in leading advisor teams.
• Demonstrated ability to recruit, coach, and lead high‑performing professionals.
• Strategic thinker with the ability to translate vision into action.
• Strong understanding of compliance, financial planning, and wealth management practices.

Benefits

• Top‑tier health coverage, including medical, dental, and vision plans for you and your dependents.
• 401(k) retirement plan with company match to help you build long‑term security.
• Life and disability insurance for added peace of mind.
• Employee wellness programs and mental health resources.
• Career growth opportunities and ongoing training support.